ALFA Finder| Revenue growth | FY26 standalone revenue grew 48% YoY; Q4 grew 89% YoY. |
|---|---|
| Margins | Profitability impacted by higher employee costs and logistics; targeting 12-14% PAT. |
| Order book | Inventory-led sales model; 30% of overseas inventory allocated to pending orders. |
| Demand visibility | Resilient demand driven by infrastructure spending and replacement needs across geographies. |
| Management confidence | High, citing strong demand for construction/mining equipment in emerging markets. |
Growth
Standalone Q4 revenue grew 89% YoY to ₹133cr; full-year FY26 standalone revenue rose 48% to ₹313cr.
Outlook
Guided revenue target of ₹600-700cr in 2.5-3 years. HexL sales target of 150 units for FY27.
Risks
Elevated logistics costs from Middle East crisis, currency volatility, and geopolitical disruptions affecting international trade flows.
Last quarter's promises, checked
Delivered
- Guided Rs. 800cr revenue in 3 years → Standalone FY26 Rs. 313cr (on track) (= BEAT)
- Targeted monetization of Rs. 70cr overseas inventory → Q4 revenue grew 89% YoY (= BEAT)
- Guided 11% HexL revenue share (H1 FY26) → FY26 HexL contribution 5% to 9% (= BEAT)
Partly delivered
- Guided 12-14% PAT margin for HexL → Current consolidated PAT margins at 9% (= PARTIAL)
Missed
- Targeted PAT improvement over turnover growth → Q3 reported loss of Rs. 987 lakhs (= MISS)
Earnings Call filed with BSE, NSE: JKIPL. Summary written with AI assistance from the document.
Jinkushal Industries Ltd: key numbers
- Share price
- ₹116.86
- Market cap
- ₹448.6 Cr
- Revenue (annual)
- ₹357.6 Cr
- Net profit (annual)
- ₹12.09 Cr
- P/E (TTM)
- 52.5×Sector 46.8×
- Promoter holding
- 74.99%+0.00% QoQ
- FII holding
- 4.72%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Jinkushal Industries Ltd
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Jinkushal Industries will hold a board meeting on 12 November 2026 to consider unaudited standalone and consolidated results for the half year ended 30 September 2026. This is an advance meeting notice, so no results figures are yet disclosed.
Jinkushal Industries Other Announcement
The company submitted its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Jinkushal Industries Credit Rating
CRISIL Ratings reaffirmed Jinkushal Industries Limited's credit ratings at CRISIL BBB/Negative and CRISIL A3+, covering bank facilities totaling Rs.250 Crore.
Jinkushal Industries Merger & Restructuring Worth ₹0.95 Cr
Jinkushal Industries has incorporated a wholly-owned subsidiary, HEXCO GLOBAL HK LIMITED, in Hong Kong to expand its international business activities in the East Asia region.
- Value
- ₹0.95 Cr
Jinkushal Industries Promoter Selling (Off-Market): ₹16.12 Cr
Promoter Sandhya Jain transferred 14.87 lakh shares (3.87% stake) to Anubhavi Jain via gift. The transaction value is approximately ₹16.12 Crore.
- Value
- ₹16.12 Cr
- Promoter stake change
- -3.87%
Jinkushal Industries Promoter Buying (Off-Market): ₹161.2 Cr
Promoter Mrs. Sandhya Jain gifted 14,87,300 shares to Ms. Anubhavi Jain in an off-market inter-se transfer. This transaction aligns with PIT regulation exemptions.
- Value
- ₹161.2 Cr
- Promoter stake change
- +3.87%